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Prevail Innovative Wealth Advisors’s Paylocity PCTY Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio PCTY Stock Details PCTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-9,721
Closed -$1.28M – 195
2024
Q2 		$1.28M Buy
+9,721
New +$1.5M 0.45% 80
2023
Q3 		– Sell
-7,976
Closed -$1.47M – 146
2023
Q2 		$1.47M Buy
+7,976
New +$1.46M 0.81% 42

Other funds holding PCTY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Prevail Innovative Wealth Advisors's PCTY Position: Q3 2024 in Review

Prevail Innovative Wealth Advisors sold out of Paylocity (PCTY) in Q3 2024, closing a stake of 9,721 shares — an estimated $1.28M sold.

Prevail Innovative Wealth Advisors first reported a position in PCTY in Q2 2023 and held it in 2 quarters. The position peaked at $1.47M in Q2 2023. 432 funds tracked by Wall St. Rank hold PCTY as of Q3 2024.

  • Prevail Innovative Wealth Advisors reported no remaining Paylocity position as of Q3 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 9,721 Paylocity shares in Q3 2024, an estimated $1.28M.
  • Prevail Innovative Wealth Advisors first reported a position in Paylocity in Q2 2023 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's Paylocity position peaked at $1.47M in Q2 2023.
  • 432 funds tracked by Wall St. Rank held Paylocity as of Q3 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.